Filed June 10, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,061 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,640 | $39,973-70.9% | $79,550-85.4% | $77,904-85.1% |
| Participation rate | 96.0% | 64.6%+31.4pp | 69.5%+26.5pp | 73.7%+22.3pp |
| Annual return | -11.22% | 3.42%-14.6pp | 0.16%-11.4pp | 12.21%-23.4pp |
| Employer contribution / active EE | $2,079 | $1,088+91.1% | $2,413-13.9% | $2,848-27.0% |
| Participant deferral / active EE | $3,038 | $2,774+9.5% | $3,985-23.8% | $4,806-36.8% |
| Admin fee / account holder | $44 | $113-61.1% | $6,832-99.4% | $133-66.9% |